Filed January 30, 2023
Total covered: 31 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,055 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,414 | $57,739+8.1% | $112,228-44.4% | $74,473-16.2% |
| Participation rate | 86.6% | 55.6%+31.0pp | 72.4%+14.1pp | 70.7%+15.8pp |
| Annual return | 84.67% | 19.52%+65.1pp | 30.23%+54.4pp | 34.36%+50.3pp |
| Employer contribution / active EE | $13,864 | $1,675+727.8% | $3,432+304.0% | $2,638+425.5% |
| Participant deferral / active EE | $13,259 | $2,891+358.6% | $4,800+176.2% | $4,530+192.7% |
| Admin fee / account holder | $120 | $462-74.1% | $7,752-98.5% | $347-65.5% |